US Stocks Hit Record $119B Weekly Inflow! AI Rally Spreads Upstream to Equipment Plays
For the week ended June 17, US equity funds saw a record $119.2 billion inflow. Tech alone grabbed $19.2 billion — also an all-time high. 📊 Key Numbers at a Glance 💰 US equity funds weekly inflow: $119.2B → All-time record 💻 Tech sector weekly inflow: $19.2B → All-time record 📈 Mid-cap funds weekly inflow: $19.9B → All-time record 🎯 Small-cap funds weekly inflow: $12.3B → 2nd highest ever 🔮 2026 annualized projection: $739B → if current pace holds 🏦 Wells Fargo $S&P 500(.SPX)$ target: 8,600–8,800 by end of 2027 💵 US household stock wealth gain: +$6 trillion YTD 🔥 Three Catalysts Driving the Rally 1️⃣ Iran War Ends — Middle East risk cools, Trump approval stops falling, Wall Street turns bullish 2️⃣ AI Infrastructure Boom —
⚡ Semiconductor Equipment Stocks Are Flying: The Hidden AI Infrastructure Trade
2026 is almost halfway through, and the AI rally is no longer only about GPUs, HBM, or optical communication. Now, the market is turning to another key part of the supply chain: 👉 semiconductor equipment. Among U.S.-listed semiconductor equipment companies with market caps above $10 billion: ✅ 9 stocks are up more than 75% YTD ✅ 7 stocks have already doubled this year ✅ All 9 hit record highs this week The main logic is simple: AI needs chips. Chips need fabs. Fabs need equipment. 1. 🚀 Which Equipment Stocks Have Doubled? The major winners include: $Applied Materials(AMAT)$$Lam Research(LRCX)$$KLA-Tencor(KLAC)$
Weekly:Fed Holds, Hormuz Reopens: Tech Rallies, Oil Crashes, BoJ Hits 31-Year High
Last Week's Recap 1. Weekly Market Digest: Peace Deal Rally, Warsh's Hawkish Hold, PPI Shocks, Oil Crashes Peace deal — U.S.-Iran peace agreement reopened the Strait of Hormuz; NASDAQ +2.43%, S&P 500 +0.93%. Tech/semis surged double-digits; SpaceX ($SPCX) jumped ~20% in its second trading day. Fed debut — Warsh's first FOMC held rates steady but left the door open for late-2026 hikes; press conference spooked markets Wednesday (S&P -1.4%, NASDAQ -1.5%), with a partial Thursday rebound ahead of the holiday weekend. PPI shock — Wholesale prices rose 1.1% MoM, crushing the 0.7% consensus and reigniting inflation fears. Bond swings — 10-year Treasury yield traded around 4.48% early week before settling near 4.46%; the 2-year climbed 15bp as markets repriced Fed expectations post-meetin
The AI Supply Chain Winners: 18 Stocks Outperforming $SPY by a Mile
AI isn't a single stock story—it's a multi-trillion-dollar infrastructure buildout. The companies supplying memory, storage, optical networking, semiconductor equipment, power systems, and data center infrastructure are becoming some of the biggest beneficiaries of the largest technology spending cycle in decades. $SPDR S&P 500 ETF Trust(SPY)$ AI Infrastructure — YTD Returns & Why They will keep going higher... 1. $SanDisk Corp.(SNDK)$ +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need massive storage capacity for training datasets and model checkpoints 2. $Western Digital(WDC)$ +333.17% — Hard drive + flash storag
Applied Materials, Inc. is a materials engineering solution company. The Company provides equipment, services and software to the semiconductor, display, and related industries. It operates through two segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment provides integrated solutions to optimize equipment and fab performance and productivity, including services, spares and factory automation software for semiconductor and other products. Its products include personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics.
06-16
Proposed Sale Of Securities
Form 144 | APPLIED MATERIALS Board Chair Iannotti Thomas J proposes to sell 9,250 shares, with a total value of approximately $5.55 million.